CWM
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Crowley Wealth Management’s Visa V Stock Holding History

Crowley Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,994
Closed -$1.36M – 338
2025
Q3 		$1.36M Hold
3,994
– – 1.08% 21
2025
Q2 		$1.42M Sell
3,994
-214
-5% -$74.6K 1.29% 19
2025
Q1 		$1.47M Sell
4,208
-100
-2% -$33.8K 1.41% 18
2024
Q4 		$1.36M Buy
+4,308
New +$1.3M 1.2% 21

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crowley Wealth Management's V Position: Q4 2025 in Review

Crowley Wealth Management sold out of Visa (V) in Q4 2025, closing a stake of 3,994 shares — an estimated $1.36M sold.

Crowley Wealth Management first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Crowley Wealth Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 3,994 Visa shares in Q4 2025, an estimated $1.36M.
  • Crowley Wealth Management first reported a position in Visa in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Visa position peaked at $1.47M in Q1 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.